AS A NEW YEAR BEGINS, WHAT BETTER TIME TO REVIEW YOUR FINANCIAL PLANNING OPTIONS?
FREE Fiscally Fit seminar series continues
SBW Wealth Management is excited to announce the continuation of FREE Fiscally Fit seminars in 2017. To kick things off, join us on Wednesday, January 11 from 5:30-7:00 p.m. for Maximizing Your Employer-Sponsored Retirement Plan. In this seminar, Anthony J. Scola, VP, SBW Wealth Management, Infinex Investments Inc., will help you learn about ways to maximize your employer-sponsored retirement plan including how to determine the amount of your pre-tax contributions, making the most of a 401(k) or 403 (b) plan and much more.
AND, be sure to save the date for these upcoming seminars:
Wednesday, February 8 -- Retirement Income Planning
Find out more about upfront planning, developing customized solutions for your retirement needs as well as other strategies to help build your retirement savings.
Wednesday, March 8 -- Introduction to Annuities
Discover what an annuity is and how it can provide supplemental retirement income beyond traditional retirement sources such as an IRA and 401(k).
Wednesday, April 12 -- Variable Annuities
Learn about the ways that variable annuities can offer features not generally found in other types of investment products and the lifetime income options they can provide.
Where do you stand financially? Discover simple steps designed to help you plan for your financial security and much more.
All seminars will be held at SBW headquarters located at 84 Marlboro Street in Keene. For more information or to register, call Beth Truman Kirkpatrick, (603) 355-1674.